Advisers in Oshkosh, WI

3 advisers in Oshkosh — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Carl M. Hennig, INC.206 N Main Street · Oshkosh, WI 54901 · (920) 231-6630 · % of assets managedCRD 140 · % of assets · $27.6 million AUMState registeredNo commissions reported Valley Wealth Management509 S Washburn St · Oshkosh, WI 54904 · (920) 966-9520 · % of assets managedCRD 327845 · % of assets · $111.5 million AUMSEC registeredNo commissions reported Windward Wealth Strategies, INC.2370 State Road 44, Suite a · Oshkosh, WI 54904 · (920) 230-2215 · Financial planningCRD 175126 · % of assets, Hourly charges, Fixed fees · $251.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Oshkosh? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.